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Edit steps, preview and enroll

Open an existing sequence to change copy, see it as the recipient will, and add people.

7 steps about 1 min captured 2026-10-17 Artra
1

Click "Edit" next to a sequence.

Step 1: Click "Edit" next to a sequence.
2

Each step shows its channel, the wait before it, and the first line of the message.

Step 2: Each step shows its channel, the wait before it, and the first line of the message.
3

Click "Edit" on a step to change the subject and body. Merge fields like {firstName} and {company} fill in per contact.

Step 3: Click "Edit" on a step to change the subject and body. Merge fields like {firstName} and {company} fill in per contact.
4

Click the eye icon to preview the step as a specific recipient would see it.

Step 4: Click the eye icon to preview the step as a specific recipient would see it.
5

Click "A" / "+" on a step to add a B variant for an A/B test.

Step 5: Click "A" / "+" on a step to add a B variant for an A/B test.
6

Click "Pause" to stop all sends from this sequence; click again to resume.

Step 6: Click "Pause" to stop all sends from this sequence; click again to resume.
7

Click "Enroll contacts" to add people, or add them from the Contacts page with Actions → Add to sequence.

Step 7: Click "Enroll contacts" to add people, or add them from the Contacts page with Actions → Add to sequence.
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